FIS Mergent Online. Walsh College Library. Select one or more of the databases to search

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1 Walsh College Library FIS Mergent Online U.S. Company Data Financial information on over 25,000 U.S. public companies (active & inactive) International Company Data Financial information for over 20,000 non-u.s. companies U.S. Annual Reports Current and historical annual reports on 40,000 U.S. public companies International Annual Reports current annual reports on over 75,000 non-u.s. companies Country Profiles - Country statistical data and map (includes GDP) Go to the library portal page at click on the Library tab, then on Databases. Select FIS Mergent Online: Company Data from the list of databases. Click the Enter Mergent Online box on the left of the screen. Enter the company name or ticker symbol. A list will display. BASIC COMPANY SEARCH Select one or more of the databases to search As you enter the company name or ticker symbol, a list of choices will display. Click on the appropriate choice. USEFUL TABS: Company Details: Synopsis Directory information, business summary, SIC, NAICs, key executives, key financials, company news Highlights Financial highlights including income statement, balance sheet, cash flow, liquidity indicators, etc. History Important dates in the history of the company Business List of the company s primary/secondary NAICS and SIC codes and a description of the business Property List of property owned by the company Subsidiaries List of the company s subsidiaries Long Term Debt Summary list of the company debts Capital Stock issue details, stock splits, voting rights, dividends paid Business Segments business analysis of revenues and earnings before taxes, as well as geographic analysis Executives Individual executive details on the company s officers and directors, including biographies, compensation, committees, and executive insider trading Ownership Institutional and insider holdings on the specific company Company Financials Historical as reported and standardized financials, as well as ratios, restated financials, prelims, and business analysis. Financials go as far back as 15 years and can be downloaded to a spreadsheet. Filings Government documents filed by the company Reports View and/or download company annual reports (back to 1995), industry reports, buy/sell/hold reports, and Mergent pre-defined reports which includes a Full Company Report, Company Details Report, Financial Details Report, and Executives Report. Filings Government documents filed by the company News Recent updated company news stories, including joint ventures Competitors View and/or create company competitors based on industry codes and financial highlights; included are news items about your selected company, as well as its competitors.

2 FIS Mergent Online: Easy Search for Companies by Industrial Classification: (SIC, NAICS, or MIC (Mergent s Industrial Classification) Select the classification; enter the SIC or NAICS number if you know it or use the Code Lookup feature. Look up a code Use Code Lookup SIC CLASSIFICATION Click on the + box to expand the contents. Drill down to the specific code you need. 0 +AGRICULTURE, FORESTRY & FISHING 1 +MINING & CONSTRUCTION 2 +MANUFACTURING (CODES OUT OF 20-39) 3 +MANUFACTURING (codes out of 20-39) 4 +TRANSPORTATION, COMMUNICATION & UTILITIES 5 +WHOLESALE & RETAIL TRADE 6 +FINANCE, INSURANCE & REAL ESTATE 7 +SERVICES (Codes OUT OF 70-89) 8 +SERVICES (Codes out of 70-89) 9 +PUBLIC ADMINISTRATION & NON-CLASSIFIABLE You will get a list of companies based on your search criteria Create a company analysis list by entering check marks before the company name. NAICS CLASSIFICATION Click the + box to expend the contents 11 +Agriculture, Forestry, Fishing, Hunting 21 + Mining 22 +Utilities 23 +Construction 31 +Manufacturing (31-33) 32 +Manufacturing 42 +Wholesale Trade 44 +Retail Trade 45 +Retail Trade Transportation and Warehousing 51 + Information 52 + Real Estate and Rental and Leasing 54 +Professional, Scientific & Technical Management of Companies & Enterprises 56 +Administrative and Support & Waste Management & Remediation Services 61 +Educational Services 62+ Health Care and Social Assistance 71 +Arts, Entertainment, & Recreation 72 +Accommodation & Food Services 81 +Other Services 92+Public Administration Click on a company link to go directly to its report

3 REPORT BUILDER with FIS Mergent Online Three reports can be built: Custom report select criteria from a list to include in the report Report Wizard or Pre-defined Reports Drag, drop, and reorder icons (Company Description, Executive Compensation, Subsidiaries, Financials, Insider Transactions, Institutional Holdings, History, 3 Year of End of Day ) and place in the Report Preview box. Company Comparison Report create a report that compares a selected company against the industry or the company against a selected group of companies CUSTOM REPORTS Select from the List of 5 categories by clicking the + sign to expand a list of subcategories: Company Details Synopsis, Financial Highlights, Property, Subsidiaries, Long Term Debt, Capital Structure, Earnings Estimates, Business Segment Pricing Information Closing Price, Dividend yield, EPS, DPS, Market Cap, 52 Week Range, PE Ratio, Price Change % Company Financials Type (Prelims, As Reported, Restated), Frequency (Annuals, Quarters), Currency (As reported or choose foreign currency), Scale (As reported, no scale, in thousands, in millions, in billions), Select Period (Past Year, Last 2, 3,5, 10, or 15 Years/Quarters ), Years (present 1997), Income Statement, Balance Sheet, Cash Flows, Ratios Executives Officers, Directors, Committees, Compensation, Insider Holdings, Insider Trades News Recent News, History, Joint Ventures, Business, Corporate Events Click on the item(s) you want in the report and click on the > to add the item(s) you want. Click < to remove the item from the report. Choose >> to automatically add all available data to the report. Select the format for the report: HTML, Word, Excel, PDF. Click the Create Company Report button. Select items you want Click on the > button to add it to the report Select the format for the report from the drop-down menu Click to create the report

4 Report Builder Comparison Reports: Compare Company Against the Industry Create reports which compare your currently selected company against a number of competitors within the same industry. Click on the Report Builder tab. Select the Comparison Reports link. Select NAIC or SIC number. Choose Worldwide or Target Country (U.S.) Choose the group of companies against which you will compare the currently selected company: Top 10, 25, 50, or Bottom 10, 25, 50 Companies or All Companies Organize report by individual items or by company Select a year Click on the + sign to display subcategories, select an item and click on the > to add it to the report; repeat to add more items Select a format: HTML, Word, Excel, PDF 3 Data Items to Select from Corporate Address, Address, CIK, Auditor, Fax number, Legal Counsel, MIC, NAICS Codes, SIC Codes, Information State of Incorporation, Country of Incorporation, State/Province, Stock Exchange, No. of Employees, Region, Shareholders, Ticker, Transfer Agent, Web Site, Year Incorporated/Founded, Telephone, Zip Code Financials Ratios Advertising, Current liabilities, Current Assets, Current Liabilities, Earnings before Tax, EBITDA, Inventories, Net Interest (Banks), Net Loans and Leases (Banks),Net Property Plant & Equipment, R&D, Selling General and Admin, Total Deposits (Banks only), Cash Flow from Operations, Long-term Debt, Net Income, Operating Income, Stockholders Equity, Total Assets, Total Liabilities, Total Revenue Advertising % TR, Calculated Tax Rate %, Current Ratio, Earnings Before Tax Margin %, EBITDA Margin %, Gross Margin %, Interest Coverage, Inventories % TA, Inventory Turnover, Loans to Deposits (Banks Only), Long-term Debt/Equity, Loss Ratio % (Insurance Only), LT Debt to Equity, Net Current Assets % TA, Net Interest Margin % (Banks only), Net PPE % TA, Net PPE Turnover, Net Profit Margin %, Operating Margin %, Quick Ratio, R&D % TR, Revenue per Employee, ROA % (Net), ROE % (Net), ROI % (Operating), Selling Gen & Admin % TR, Total Asset Turnover, Total Debt to Equity

5 Comparison Reports: Compare Company Against a Custom Group You have to create a list of companies before you can build this report. One way is to go to the competitors tab and click on the companies you want. When you select a company, in the quick intro at the top of the page you will see the company name followed by a + sign; for example: Toyota Motor Corp (NYS: TM) to Company Analysis List. Click on the + sign to add the company to your Analysis List. Repeat for all the companies you want in the report. Then click on My Mergent Tools+/Company Analysis List. Highlight the companies in the list and click the > sign to put them in the Multiple Company Report Highlight the items you want in the report Select a format for viewing the report Click on the Create Multiple Company Report button. Select from the Data Items: Corporate Information Directory information, NAIC codes, SIC codes, ticker, state of incorporation Financials - Advertising, Cash Flow from Operations, Current Assets, Current Liabilities, Earnings Before Tax, EBITDA, Inventories, Long Term Debt, Net Income, Net Interest (Banks Only), Net Loans & Leases (Banks Only), Net Property Plant & Equip, Operating Income, Research & Development, Selling General & Admin, Stockholders Equity, Total Assets, Total Deposits (Banks Only), Total Liabilities, Total Revenue Ratios - Advertising % TR, Calculated Tax Rate %,Current Ratio, Earnings Before Tax Margin %, EBITDA Margin %, Gross Margin %,Interest Coverage, Inventories % TA, Inventory Turnover, Loans to Deposits (Banks Only), Long-term Debt/Equity, Loss Ratio % (Insurance Only), LT Debt to Equity, Net Current Assets % TA, Net Interest Margin % (Banks Only), Net PPE % TA, Net PPE Turnover, Net Profit Margin %,Operating Margin %, Quick Ratio, R&D % TR, Revenue per Employee,,ROA % (Net), ROE % (Net), ROI % (Operating), Selling Gen & Admin % TR, Total Asset Turnover, Total Debt to Equity

6 FIS Mergent PREDEFINED REPORTS for the Currently Selected Company There are two types Predefined Reports: Select Data Items Click on the Reports tab. Select the Mergent Reports link. Four Available Reports: Click on the + icon next to each of the report titles to expand a list of all of the topics, headings, subheadings, and data covered within the report Full Company Report: Complete Quantitative and Qualitative Report on the company. All financial data cover the last 3 years. Company Details Report: Includes all the quantitative and qualitative information on five years of annual & quarterly financial statements Financial Details Report: Includes five years of quantitative "as-reported" data. Executives Report: Includes three years of quantitative "as-reported" data Formats for Viewing Reports: Word PDF Excel HTML Second Predefined Report: Click and Drag Icons Click on the Report Builder tab. Select the Report Wizard link. Drag one or more of the icons into the Report Preview Screen. Reorder the icons, if desired. The Financials icon has been dragged from the reports on the left to Report Preview on the right Available Icons: Company Description History Subsidiaries Executive Compensation Financials Insider Transactions Institutional Holdings 3 Year of End of Day

7 FIS Mergent Multiple Company Reports (Competitors) You must first do a company search. Then click on the Competitors tab. Click here to create a competitor report. Click on the X before a company to remove it from the list. You can also click Add all to company Analyst List. If you choose this option, click on My Mergent Tools. Select Company Analyst List. Select companies in company analyst list by clicking on the company name and then on the > sign. Select items from the Data Items and click >. Data items include Company Details, Pricing Information, Company Financials, Executives, and News. Click Create Multiple Company Report. The report you generate will have all the companies with the selected data items, one after the other. Click on companies you want in your report and then click the > button to bring it into the report. Select data items from the left and then click > Select the report format Create a Company Analysis List Using Basic Search Click on the to Company Analysis List link to add a company to your Company Analysis. Use this method when you are comparing companies with different SIC or NAICs numbers. The link is at the top of the company report after the company name. Do another basic company search and repeat the procedure to add other companies. When you finish selecting companies, click on the My Mergent Tools button. Select Company Analyst Link. The screen shown above will display. Saving for Later Retrieval Save your report by clicking on Save Report Template List. You will be asked to enter your address and then a name for your report. Select Load Report Template to view a template you previously created. Data Items: Click the + sign to expand the contents Company Details Pricing Information Company Financials Executives News

8 FIS Mergent Industry Reports Industry Reports are available for the following industries: Automotive Health Care Aviation Heavy Construction Banking Hospitality & Tourism Biotechnology Hospitals & Health Care Chemicals Information Technologies & Construction Communications Construction - Public Infrastructure Insurance Consumer Services IT & High Technology Electricity Media Energy Medical Instruments Food & Beverage Health The regions covered are North America, Asia Pacific, and Europe. Metal Works Mining Non-Precious Metals Oil and Gas Pharmaceuticals Precious Metals Property & Development Retail Retail - General Telecommunications Textiles If you have done a company search, click on the Reports tab or if you are at the initial search screen, click on the Report Search tab. Then click on the Industry Reports link. Select a region Choose an industry from the drop-down menu Select a date Select a report to display DISPLAY OPTIONS: View link View opens up an html page with the following information: sector overview, sales, sector performance, leading companies in the industry, mergers, acquisitions & divestments. PDF file The PDF file opens up a detailed report (over 30 pages) on the automotive industry in North America and covers the current environment, industry profile, market trends and outlook. NB 11